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Lucid Wealth Planning LLCFinancial advisor in Wake Forest, NC

Lucid Wealth Planning LLC is a financial advisor at 1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587, ranked #46 of 203 financial advisors in Wake Forest and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Wake Forest, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 495-0936Website ↗

Key facts

Key facts about Lucid Wealth Planning LLC
Address1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587Get directions
Phone(919) 495-0936
Websitelucidwealthplanning.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Wake Forest and 9 towns within 25 miles: Knightdale, West Raleigh, Raleigh, Garner, Cary, Morrisville, Durham, Clayton and Apex.

Based in Wake Forest, NCView on map

Opening hours

Opening hours for Lucid Wealth Planning LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lucid Wealth Planning LLC

How is Lucid Wealth Planning LLC ranked in Wake Forest?

Lucid Wealth Planning LLC is ranked #46 of 203 financial advisors in Wake Forest by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lucid Wealth Planning LLC’s hours?

Lucid Wealth Planning LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lucid Wealth Planning LLC serve?

Serves Wake Forest and 9 towns within 25 miles: Knightdale, West Raleigh, Raleigh, Garner, Cary, Morrisville, Durham, Clayton and Apex. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lucid Wealth Planning LLC?

Lucid Wealth Planning LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lucid Wealth Planning LLC?

Call Lucid Wealth Planning LLC on (919) 495-0936. The business is at 1780 Heritage Center Dr Unit 201, Wake Forest, NC 27587. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lucid Wealth Planning LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lucid Wealth Planning LLC (this business)—655.0 (4)NoNo
Andrew K. Rose, CFP , CLU , RICP Financial Advisor#44665.0 (13)NoNo8.1 mi
Ark Royal Wealth Management#45655.0 (21)NoNo13.2 mi
Proximity Financial Partners#47655.0 (13)NoNo8.3 mi

See all 203 ranked financial advisors in Wake Forest